Sending a Video Email Using MyClients

Please watch the video for a replay of Annie's walkthru of Video Email Templates.

**(Training video below reflects the old myClients CRM interface - Walkthru steps are still correct)

If you need help with setting up your YouTube Account or YouTube Channel, check out the tutorial below.

This tutorial will walk you through how to send a video email using MyClients.
Topics covered in this training:

• Creating a YouTube Channel
• Uploading a video to YouTube
• Creating a Video Email Template in MyClients

Step 1: Creating a YouTube Channel. 

If you already have a YouTube Channel please skip to the next step.

YouTube connects to your google account. If you do not have one yet, you will need to create one.

Step 2: Uploading a Video to YouTube

If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401